Donalies Financial Planning, LLC - Portfolio overview

Donalies Financial Planning, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.75%
2. DFAC - DIMENSIONAL ETF TRUST, 10.61%
3. DFSU - DIMENSIONAL ETF TRUST, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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